Fact-Finder

Customize your own Fact-Finder!

How to customize your Fact-Finder

  • Front page – insurance questions
  • Select questions that are important to you by touching “+”
  • Pick from multiple categories (recommend 3-6 questions)
  • Back page – personal questions
  • Download PDF to print
  • How much do you have set aside for your funeral & other final expenses?
  • How much do you owe on your home mortgage or credit cards?
  • Who do you want as your beneficiary?
  • Do you want to leave a legacy?
  • Do you have any long-term care funding?
  • How much are you currently paying for your Medicare Supplement plan?
  • What was your last rate increase on your Medicare Supplement plan?
  • Does your Medicare Advantage cover hospitalization for days 1-5?
  • What is your deductible for days 1-5?
  • Do you have a 401K or 403B?
  • What is the current interest rate on your CDs?
  • What interest rate do you have on your fixed annuities?
  • Is the interest on your CD’s taxed?
  • Which is more important to you: Protecting your principal? Earning interest on your money? Not out-living your income?
  • What company do you have your proper cancer insurance with?
  • How much does your cancer plan pay?
  • What lump sum does your cancer plan pay?
  • If you get cancer do you want to go to a specialist?
  • Who do you have your dental insurance with?
  • If you need a $1,000 crown, how do you plan on paying for it?
  • What is the maximum of your dental insurance?
  • What is the deductible of your dental insurance?
  • What do you have that acts like insurance (401K, IRA, annuity, etc.)?
  • If you were to die today how much debt do you want to pay off for you family?
  • If you were to die today how much of your income do you want to replace for your family? And for how long?
  • Do you know the current costs of long-term care?
  • Who do you plan on caring for you should you need long-term care services? Do they know?
  • Has anyone in your family had an experience with long-term care? What happened?
  • If you need care, where would you like that care to be delivered?
  • Do you know you can use qualified funds (401k, 403b, IRA) to build an long-term care plan?
  • Which asset do you intend to use first should you need long-term care services?
  • If you live a long life and need care, how have you prepared to address that need?
  • What impact do you think long-term care could have on your spouse, children and/or friends?
  • How many children do you have?
  • What are your children's names?
  • How old are your children?
  • How many grandchildren do you have?
  • What are your grandchildren's names?
  • How old are your grandchildren?
  • Do you want to provide a free $3,000 life insurance to your grandchildren?
  • Do you have any pets?
  • What kind of pet(s) do you have and what is/are their name(s)?
  • Where did you grow up?
  • What is your favorite thing to do in your spare time?
  • If you could visit (or live) anywhere, where would you go?
  • What is your favorite movie?
  • What is your favorite type of music?